+804.4%
AAOI vs CHTR
-65.7%
+870.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.7% | -1.7% | +1.7% |
| 7D | -0.2% | -4.1% | +3.9% | +0.1% |
| 30D | -23.7% | -3.0% | -20.7% | -23.7% |
| 3M | -39.0% | +4.8% | -43.8% | -39.6% |
| 6M | -17.0% | -35.0% | +18.0% | -13.2% |
| YTD | +202.2% | -30.2% | +232.4% | +208.0% |
| 1Y | +292.4% | -44.8% | +337.2% | +329.8% |
| 3Y | +804.4% | -66.6% | +870.9% | +952.8% |
| All | +804.4% | -65.7% | +870.0% | +952.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CHTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling